CSX Corp
CSX- Exchange
- Nasdaq
- Industry
- Railroads, Line-Haul Operating
- SEC CIK
- 0000277948
In the last 90 days, CSX Corp insiders filed 0 open-market purchases and 2 sales; 1,998 institutions reported holding it in 13F filings for Q2 2026, worth $69.9B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in CSX Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,581
- +89 vs. Q1 2023
- Shares held
- 1.49B
- −13.6M (−0.9%) vs. Q1 2023
- Total value
- $50.5B
- +$5.49B (+12.2%) vs. Q1 2023
- New holders
- 165
- 528 more added
- Sold out
- 76
- 572 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,998 | $69.9B |
| Q1 2026 | 1,876 | $59.6B |
| Q4 2025 | 1,815 | $52.8B |
| Q3 2025 | 1,740 | $48.9B |
| Q2 2025 | 1,699 | $45.9B |
| Q1 2025 | 1,668 | $41.6B |
| Q4 2024 | 1,725 | $47.3B |
| Q3 2024 | 1,672 | $49.0B |
| Q2 2024 | 1,662 | $47.8B |
| Q1 2024 | 1,694 | $53.5B |
| Q4 2023 | 1,669 | $49.9B |
| Q3 2023 | 1,546 | $44.7B |
| Q2 2023 | 1,581 | $50.5B |
| Q1 2023 | 1,502 | $45.0B |
| Q4 2022 | 1,517 | $47.1B |
| Q3 2022 | 1,443 | $41.5B |
| Q2 2022 | 1,480 | $46.2B |
| Q1 2022 | 1,572 | $60.6B |
| Q4 2021 | 1,552 | $61.4B |
| Q3 2021 | 1,369 | $49.0B |
| Q2 2021 | 1,384 | $52.7B |
| Q1 2021 | 1,382 | $54.2B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 23,843 | $813.0K | 0.09% | +1,130+5.0% | Added |
| Resources Management Corp | 23,935 | $816.0K | 0.13% | +17,892+296.1% | Added |
| CAPROCK Group, Inc. | 23,952 | $816.8K | 0.06% | +4,103+20.7% | Added |
| Robertson Stephens Wealth Management, LLC | 23,978 | $817.7K | 0.06% | +1,617+7.2% | Added |
| Forum Financial Management, LP | 24,045 | $819.9K | 0.02% | +6,253+35.1% | Added |
| Optas, LLC | 24,069 | $820.8K | 0.27% | +524+2.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24,146 | $823.4K | 0.38% | +34+0.1% | Added |
| Quadrant Capital Group LLC | 24,162 | $823.9K | 0.08% | +1,569+6.9% | Added |
| Fairfield, Bush & Co. | 24,215 | $825.7K | 0.23% | −1,100−4.3% | Reduced |
| Threadgill Financial, LLC | 25,226 | $825.9K | 0.94% | +25,226 | New |
| Prospera Financial Services Inc | 24,343 | $830.6K | 0.03% | +6,527+36.6% | Added |
| Pacific Global Investment Management CO | 24,361 | $830.7K | 0.17% | −1,094−4.3% | Reduced |
| Ronald Blue Trust, Inc. | 27,846 | $834.0K | 0.01% | +323+1.2% | Added |
| Wellington Shields Capital Management, LLC | 24,458 | $834.0K | 0.10% | 00.0% | Unchanged |
| JT Stratford LLC | 24,638 | $840.2K | 0.23% | −15,213−38.2% | Reduced |
| Cigna Investments Inc | 24,704 | $842.0K | 0.16% | −776−3.0% | Reduced |
| Cornerstone Advisory, LLC | 25,063 | $854.7K | 0.15% | +95+0.4% | Added |
| Aberdeen Wealth Management LLC | 25,100 | $855.9K | 0.62% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 25,105 | $856.1K | 0.55% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 25,131 | $857.0K | 0.19% | −705−2.7% | Reduced |
| D.B. Root & Company, LLC | 25,135 | $857.1K | 0.32% | +629+2.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,151 | $858.0K | 0.09% | 00.0% | Unchanged |
| Benin Management CORP | 25,300 | $862.7K | 0.31% | −1,000−3.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 25,429 | $867.1K | 0.37% | −4,048−13.7% | Reduced |
| RMR Wealth Builders | 25,524 | $870.4K | 0.15% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 25,553 | $871.0K | 0.07% | +14,850+138.7% | Added |
| Main Street Financial Solutions, LLC | 25,590 | $872.6K | 0.12% | −667−2.5% | Reduced |
| Boston Financial Mangement LLC | 25,612 | $873.4K | 0.03% | −446−1.7% | Reduced |
| Quantum Private Wealth, LLC | 25,656 | $874.9K | 0.40% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 25,734 | $877.5K | 0.03% | +2,473+10.6% | Added |
| Grove Bank & Trust | 25,795 | $879.6K | 0.18% | −52−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 25,796 | $879.6K | 0.06% | +3,712+16.8% | Added |
| Outlook Wealth Advisors, LLC | 25,972 | $885.6K | 0.33% | +3,825+17.3% | Added |
| Verus Financial Partners, Inc. | 26,804 | $889.1K | 0.11% | −7,484−21.8% | Reduced |
| Dynamic Advisor Solutions LLC | 26,090 | $889.7K | 0.05% | −1,278−4.7% | Reduced |
| Valley Brook Capital Group | 26,375 | $899.4K | 0.83% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13,774 | $901.3K | 0.05% | +181+1.3% | Added |
| Everhart Financial Group, Inc. | 26,455 | $902.1K | 0.38% | +928+3.6% | Added |
| Fulton Bank, N.A. | 26,459 | $902.3K | 0.04% | −465−1.7% | Reduced |
| Jump Financial, LLC | 26,504 | $903.8K | 0.03% | −2,044−7.2% | Reduced |
| Werlinich Asset Management, LLC | 27,000 | $920.7K | 0.74% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 27,041 | $922.0K | 0.04% | −21,648−44.5% | Reduced |
| Stratos Wealth Advisors, LLC | 27,176 | $926.7K | 0.07% | +1,303+5.0% | Added |
| Navalign, LLC | 27,189 | $927.1K | 0.37% | +80.0% | Added |
| Checchi Capital Advisers, LLC | 27,207 | $927.8K | 0.08% | −1,553−5.4% | Reduced |
| Lyell Wealth Management, LP | 27,345 | $932.5K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 28,015 | $933.2K | 0.44% | −375−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 27,445 | $935.9K | 0.17% | +191+0.7% | Added |
| Legacy Capital Group California, Inc. | 27,487 | $937.3K | 0.39% | +757+2.8% | Added |
| Arkadios Wealth Advisors | 27,616 | $941.7K | 0.11% | −552−2.0% | Reduced |
| Morse Asset Management, Inc | 27,736 | $946.0K | 0.29% | +60.0% | Added |
| SeaCrest Wealth Management, LLC | 27,841 | $949.4K | 0.12% | +477+1.7% | Added |
| Versor Investments LP | 28,038 | $956.1K | 0.17% | −31,462−52.9% | Reduced |
| Northstar Group, Inc. | 28,055 | $956.7K | 0.22% | −40−0.1% | Reduced |
| Advisory Alpha, LLC | 28,122 | $959.0K | 0.05% | −109−0.4% | Reduced |
| Busey Wealth Management | 28,125 | $959.1K | 0.04% | +4,153+17.3% | Added |
| Engineers Gate Manager LP | 28,228 | $962.6K | 0.04% | −60,077−68.0% | Reduced |
| First National Advisers, LLC | 28,255 | $963.0K | 0.89% | +293+1.0% | Added |
| Stratos Wealth Partners, LTD. | 28,303 | $965.1K | 0.02% | −47−0.2% | Reduced |
| Stony Point Wealth Management Inc. | 28,362 | $967.1K | 0.48% | −3,097−9.8% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $974.9K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 28,793 | $981.9K | 0.10% | −8,845−23.5% | Reduced |
| Cadinha & Co LLC | 28,796 | $981.9K | 0.18% | +1,945+7.2% | Added |
| Intrust Bank NA | 28,814 | $982.6K | 0.12% | +3,262+12.8% | Added |
| Apollon Wealth Management, LLC | 28,817 | $982.7K | 0.05% | +4,284+17.5% | Added |
| Wendell David Associates Inc | 28,879 | $985.0K | 0.11% | 00.0% | Unchanged |
| First National Bank of South Miami | 29,028 | $989.9K | 0.80% | −600−2.0% | Reduced |
| Howland Capital Management LLC | 29,257 | $997.7K | 0.06% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 29,415 | $1.00M | 0.08% | 00.0% | Unchanged |
| Fruth Investment Management | 29,500 | $1.00M | 0.29% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 29,500 | $1.01M | 0.28% | −900−3.0% | Reduced |
| Vista Investment Management | 29,549 | $1.01M | 0.51% | −65−0.2% | Reduced |
| Veriti Management LLC | 29,598 | $1.01M | 0.11% | −4,099−12.2% | Reduced |
| Engrave Wealth Partners LLC | 29,675 | $1.01M | 0.32% | −71−0.2% | Reduced |
| Jacobi Capital Management LLC | 29,748 | $1.01M | 0.11% | −495−1.6% | Reduced |
| Symmetry Partners, LLC | 29,885 | $1.02M | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 29,887 | $1.02M | 0.13% | −5,472−15.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 29,890 | $1.02M | 0.70% | −350−1.2% | Reduced |
| Mirova | 29,897 | $1.02M | 0.18% | −38,371−56.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 29,943 | $1.02M | 0.07% | +599+2.0% | Added |
| Intellectus Partners, LLC | 29,948 | $1.02M | 0.31% | +229+0.8% | Added |
| Harbor Advisors LLC | 30,000 | $1.02M | 0.22% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 30,027 | $1.02M | 0.70% | −95−0.3% | Reduced |
| Taylor Hoffman Wealth Management | 30,117 | $1.03M | 0.51% | 00.0% | Unchanged |
| Clarius Group, LLC | 30,120 | $1.03M | 0.08% | +1,022+3.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 30,213 | $1.03M | 0.03% | −2,102−6.5% | Reduced |
| PBMares Wealth Management LLC | 30,275 | $1.03M | 0.37% | +10.0% | Added |
| Essex Financial Services, Inc. | 30,433 | $1.04M | 0.12% | −1,011−3.2% | Reduced |
| XML Financial, LLC | 30,488 | $1.04M | 0.12% | +1,013+3.4% | Added |
| Systematic Financial Management LP | 30,600 | $1.04M | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 30,600 | $1.04M | 0.04% | +6,441+26.7% | Added |
| Citadel Advisors LLC | 30,609 | $1.04M | 0.00% | +28,030+1,086.9% | Added |
| Wellington Shields & Co., LLC | 30,630 | $1.04M | 0.25% | −1,600−5.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 30,911 | $1.05M | 0.74% | −295−0.9% | Reduced |
| Accurate Wealth Management, LLC | 31,387 | $1.06M | 0.33% | −36,009−53.4% | Reduced |
| Sequoia Financial Advisors, LLC | 31,064 | $1.06M | 0.02% | +2,336+8.1% | Added |
| Legacy Private Trust Co. | 31,110 | $1.06M | 0.09% | +2,060+7.1% | Added |
| Biltmore Wealth Management, LLC | 31,147 | $1.06M | 0.45% | +289+0.9% | Added |
| Wealthspire Advisors, LLC | 31,320 | $1.07M | 0.02% | +50+0.2% | Added |
| StoneX Group Inc. | 31,429 | $1.07M | 0.11% | −1,510−4.6% | Reduced |